Adding a client
Introducing Clients:
Organizations or entities that you collaborate with for projects or initiatives can be added to the PSA module on Keka. By adding clients, you can create and assign projects, manage client relationships, set specific rate cards, and handle client contacts all within the Keka HR Portal.
To add a new client on Keka PSA, follow these simple steps:
Navigate to the Projects (1) go to the Clients section and click on Add Client (3).
When creating a new client in the PSA module on Keka, make sure to provide essential details such as the Client Name, Client Code, Client Manager, and Billing Currency on the Create Client Window.
Please take note of the following:
1. Client Code: This is a unique code used to identify a client.
2. Client Manager: This is the designated point of contact between your organization and the client.
3. Once set, the Client Code and Billing Currency cannot be changed later on.
You also have the option to include additional fields like Description and Billing Address. These details are crucial for accurately identifying the client entity and generating invoices. Once you have entered the necessary information, simply click on the 'Create' button to proceed.
Once the client has been successfully added to your Keka PSA portal, the next step is to configure the client details before you can start adding projects for them.
Further Enhancements:
In order to fully utilize the capabilities of the PSA module, specific configurations need to be carried out for the newly added client. Here are the essential actions you should take to optimize your client setup.
Setup a rate card for the client